Accounting Services > Expenditure Accounting
- AES Training State and IFRs
- Managing IFR Accounts Presentation
- Introduction to State Accounts
- Account Request Form
- Allocation and Expenditure Objects
- Material and Services Requisition Form
- SUNY COA Coding Structure
At the beginning of each fiscal year funds are allocated to each State account in accordance with the University's financial plan. Funds are allocated to each account by object of expenditure. Account managers are responsible for ensuring that adequate funds are available in the appropriate object before initiating transactions to use the funds. In the event that an object does not have sufficient allocation to support a desired transaction, an allocation transfer may be requested.
An allocation transfer may be executed by completion of an Allocation Transfer request form. After the business manager completes the Allocation Transfer request form, the form should be sent to the Vice-presidential coordinator of the division for approval. The approved form should then be forwarded to the Accounting Office for input.